If it seems to be the problem of speed always if you are accessing any email communication record. It takes a long time because there are lots of communications till date entered into the CRM system and SQL takes time to search a particular email and then to return the results back. Indexing of your… Read More »
Query I have set up CRM to auto-respond to support emails and create cases from them, as described in the Systems Administrator’s guide. This is all working fine. However, the created cases are not assigned to the case workflow. We have multiple case workflows, and I would like to be able to assign the new… Read More »
If you are facing this error while executing the query from the ASP page: And you find that the sql query working fine in the SQL Query Analyzer. It might be a problem with Query Time out duration. Solution: We can set the CommandTimeOut property of the ADODB command object. The default value is 30… Read More »
Need easy access to convert notes to communications which belong to a particular company? A user taking quick notes from company contact person and now willing to convert all/Individual notes to communication. Solution: Now it is available in Sage CRM. We have a tool which will add a new Button named “Convert to Communication” below… Read More »
Need to enter multiple phone numbers for a Person? In a Standard Sage CRM, you can not enter more than 5 mobile numbers. Are you willing to enter more than 5 telephone numbers for your client? Solution: A new Tab will appear on Person Tab Group Named Custom Phone. When user will click on New… Read More »
Are you willing to set the communications scheduling or Status of desired communications? Solution: We can add a new tab Under MYCRM named as “Update Communications”. This tab will show List of Communications. Also, we can provide a filter screen to list out the desired communication to be updated. We will provide an Update Communication… Read More »
Now in Sage CRM, it is possible to display details of the entity on mouse over. In communication entry screen after selecting a company or any entity, if anyone wants to see the information he can mouse over the company field and can view details without searching for those values. It is also possible for… Read More »
Want to customize the Phone – Email area against Company or Person? Need to store the Phone Number along with the Extension? Solution: We are providing a tool, which will provide an additional column named “Extension” along with the Phone Number field under Phone/Email Tab against Company or Person. Extension field is a free text… Read More »
Looking for functionality which would display Invoice tracking No. from Pro Series? Solution: We have the routine which will get the Invoice Tracking Number from Pro Series into your CRM. The user will be provided with a tab called “Order Inquiry” against Company. By clicking on the tab a search screen will appear. The user… Read More »
Description: Its too time consuming to Go New Company Record first and then Select its type. Want to segregate find/create new companies options depend upon their Types from Main Menu? Solution: We have developed this, so a user will get individual New/ Find options on Left Panel of Main Menu according to different types of… Read More »
